On Nov 02, major Wall Street analysts update their ratings for $IQVIA Holdings (IQV.US)$, with price targets ranging from $235 to $265.
Goldman Sachs analyst Matthew Sykes maintains with a buy rating, and adjusts the target price from $270 to $250.
BofA Securities analyst Michael Ryskin maintains with a buy rating, and maintains the target price at $255.
Barclays analyst Luke Sergott maintains with a buy rating, and adjusts the target price from $260 to $255.
Deutsche Bank analyst Justin Bowers maintains with a buy rating, and adjusts the target price from $270 to $265.
Evercore analyst Elizabeth Anderson CFA maintains with a buy rating, and maintains the target price at $235.
Furthermore, according to the comprehensive report, the opinions of $IQVIA Holdings (IQV.US)$'s main analysts recently are as follows:
The assessment of Iqvia's market indicates stability, with observed bookings issues arising from delays and drug failures, rather than a significant effect from pipeline rationalization.
The company has encountered a challenging industry operating environment. Comments from the company suggest that adjustments related to pharma portfolio prioritizations due to the IRA could be concluding. Moreover, the company seems to be gaining from the pharmaceutical industry's trend of vendor consolidation.
Iqvia's recent performance surpassed consensus expectations in terms of total revenue, adjusted EBITDA, and adjusted EPS. Nonetheless, the company has moderated its 2024 outlook for all metrics, citing challenges such as the Inflation Reduction Act and broader economic factors. Additionally, adjustments to R&DS guidance were made following the delay and cancellation of two significant trials.
There is concern regarding the near-term dynamics of the CRO marketplace, with a significant portion of the company experiencing a slow or weakening trend. It's questioned whether the smaller segment that is showing improvement will contribute more than just providing equilibrium.
Here are the latest investment ratings and price targets for $IQVIA Holdings (IQV.US)$ from 7 analysts:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美東時間11月2日，多家華爾街大行更新了$艾昆緯 (IQV.US)$的評級，目標價介於235美元至265美元。
高盛集團分析師Matthew Sykes維持買入評級，並將目標價從270美元下調至250美元。
美銀證券分析師Michael Ryskin維持買入評級，維持目標價255美元。
巴克萊銀行分析師Luke Sergott維持買入評級，並將目標價從260美元下調至255美元。
德意志銀行分析師Justin Bowers維持買入評級，並將目標價從270美元下調至265美元。
Evercore分析師Elizabeth Anderson CFA維持買入評級，維持目標價235美元。
此外，綜合報道，$艾昆緯 (IQV.US)$近期主要分析師觀點如下：
Iqvia市場評估表明穩定，觀察到的預訂問題主要是由於延遲和藥物失敗引起的，而不是由於管道合理化產生的顯著影響。
公司遇到了具有挑戰性的行業經營環境。公司的評論表明，由於IRA可能已經結束，與藥品組合優先級相關的調整可能正在結束。此外，公司似乎正在從藥品行業供應商整合的趨勢中獲益。
Iqvia最近的表現超過了共識預期，包括總營業收入、調整後的EBITDA和調整後的每股收益。儘管如此，公司已經調整了2024年的所有指標前景，引用了通脹減輕法案和更廣泛的經濟因素等挑戰。此外，由於推遲和取消兩個重要試驗，R&D指導方針也進行了調整。
對CRO市場的短期動態存在擔憂，公司的相當一部分經歷了緩慢或減弱的趨勢。有人質疑正在改善的較小部分能否貢獻更多，而不僅僅提供平衡。
以下爲今日7位分析師對$艾昆緯 (IQV.US)$的最新投資評級及目標價：
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
